Project Description

BANKING & INSURANCE

Cloud Marketing solution for a National Banking group

Thanks to theReZone solution, Relatech has developed, for a well-know national banking group, a Customer Engagement solution based on Artificial Intelligence algorithms and data analytics, improves the user’s relationship with the bank, foreseeing his needs and recommending the appropriate products thanks to a Recommendation engine.

Thanks to this system, the Bank can collect and analyze data relating to the movements and investments of its customers and suggest the most suitable products for their portfolio and risk class.

The advantages offered are:

Know better customers

Customized proposals

Greater customer loyalty

Quote & Buy System for an Insurance Company

Relatech has created, for an insurance company, a solution for quote estimates and for the online purchase process management to speed up the purchasing process and increase the conversion rate of the estimates.

The developed solution offers the following features:

Quote & Buy process (Bersani law and facilities provided for vehicles that are alienated/demolished/exported permanently abroad).

Compilation of estimates with application of overwriting mechanism of the data declared with those resident in the Ania database, review and optimization of the company’s saleability /black list/anti-fraud rules.

Automated precompiled form quote by e-mail to lost customers (customer and prospect) of a quote compiled in a totally automated form, with recovery of updated data from Ania database.

Quote & Buy process for moped quotes, currently managed by Back Office departments.

RePlatform

Cloud based, innovative and completely customizable platform for the digital transformation process of your business

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